AgencySmart Features

Tracking and reporting various financials

Storing and organizing client contact information

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Organizing sales representatives' pipelines and tracking the sales process

Compiling visual representations of various types of data

Processing credit card and bank payments

Accessing and sending emails via the platform

Assigning tasks to employees in order to organize and track productivity

Organizing and processing customers' insurance claims

Maintaining policy and customer information

Creating and organizing insurance invoices and payment receipts

Sending electronic documents to clients to sign and return electronically

Find important content or files using keywords, metadata, tags, etc.

Has a centralized dashboard for users to interact with

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Provides useful pre-defined data connections to important external systems and applications.

Provides a cloud based version of the platform

Contains built-in payment processing capabilities or integrates with payment processing software

Contains a portal to facilitate third-party or client application access

Automates some or all operation related tasks

Assigning tasks to employees in order to organize and track productivity 17 reviewers of AgencySmart have provided feedback on this feature.

Accessing and sending emails via the platform This feature was mentioned in 17 AgencySmart reviews.

Based on 18 AgencySmart reviews. Organizing sales representatives' pipelines and tracking the sales process

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal 17 reviewers of AgencySmart have provided feedback on this feature.

Based on 12 AgencySmart reviews. Tracking and reporting various financials

Storing and organizing client contact information This feature was mentioned in 19 AgencySmart reviews.

As reported in 18 AgencySmart reviews. Provides analytics tools that reveal important business metrics and track progress.

Based on 13 AgencySmart reviews. Sending electronic documents to clients to sign and return electronically

Based on 19 AgencySmart reviews. Maintaining policy and customer information

Based on 16 AgencySmart reviews. Organizing and processing customers' insurance claims